Ehrlich Financial Group American Centy ETF Tr Avantis Transaction History
Ehrlich Financial Group
- $137 Billion
- Q1 2025
A detailed history of Ehrlich Financial Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ehrlich Financial Group holds 76,118 shares of AVUS stock, worth $6.9 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
76,118
Previous 94,032
19.05%
Holding current value
$6.9 Million
Previous $9.11 Billion
22.85%
% of portfolio
5.13%
Previous 6.48%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
68.2MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio